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Showing 191 - 200 of 395 results for "Investment adviser"

HESTA investment manager appointed to PRI

EMMA RAPAPORT  |  FRIDAY, 27 JAN 2017
The Principles of Responsible Investment is welcoming its 2017 Fixed Income Advisory Committee with the appointment of HESTA investment manager Simon Benny. The London based committee advises the PRI on the strategy and execution of their fixed income ...

Managed accounts and goals based advice prompts name change

JAMIE WILLIAMSON  |  THURSDAY, 15 DEC 2016
The rise of managed accounts and goals based advice will see the Association of Real Return Investment Advisers (ARRIA) begin 2017 with a rebrand. Now known as the Association of Goals Based Advice (AGBA), the name change is representative of advisers ...

New CEO for Kinetic Super

ALEX BURKE  |  TUESDAY, 13 DEC 2016
Kinetic Super appointed a chief executive following Andrew Barnett's resignation. Barnett, who has departed the super fund due to personal health reasons, became chief executive in May this year. Prior to that, he held multiple roles at NAB and its ...

PIMCO enters private credit joint venture

KERRIE SYDEE  |  FRIDAY, 9 DEC 2016
PIMCO is developing and expanding its private credit platform by entering a joint venture with a US investment adviser. The venture with Solar Capital Partners is the result of a relationship between PIMCO and Solar Capital Partners that was initiated ...

Class integrates with fintech

JAMIE WILLIAMSON  |  THURSDAY, 1 DEC 2016
Class has partnered with a leading automated investment adviser and fund manager. The software provider's Class Portfolio - its investment accounting and reporting solution for non-SMSF portfolios - has integrated with Stockspot to provide a tax reporting ...

Vanguard execs head to US

JAMIE WILLIAMSON  |  WEDNESDAY, 9 NOV 2016
... at the company's US headquarters. Head of distribution Michael Lovett will lead the company's US Registered Investment Adviser distribution channel. Lovett originally joined Vanguard in 2011 as head of intermediary distribution and has acted as head ...

Crestone signs former Rio Tinto CEO

DARREN SNYDER  |  THURSDAY, 6 OCT 2016
Wealth management firm Crestone has named a new non-executive director. Leigh Clifford joins Crestone, which now has $14 billion in assets under management, having accrued substantial experience in the management of businesses in Australia and internationally ...

Worst 'fat cat' funds have high fee diet

MARK SMITH  |  WEDNESDAY, 28 SEP 2016
Automated investment adviser Stockspot branded 638 funds 'fat cats' in its annual survey of superannuation and managed fund performance, revealing high fees as the force behind underachievement. The study conducted analysis of 3,820 super and managed ...

New fund tapping into Indian equities

JAMIE WILLIAMSON  |  FRIDAY, 9 SEP 2016
India Avenue Investment Management Australia has taken advantage of the recent surge in India's economy by launching a new unlisted investment fund. The India Avenue Equity Fund is an open-ended fund with the ability to hold up to 30% cash, allowing ...

Stockspot preps new tool for partners

JAMIE WILLIAMSON  |  FRIDAY, 26 AUG 2016
... launched later this year. The tool will enable selected financial professionals to team up with the automated investment adviser to manage client's portfolios including all advice, investing, compliance, rebalancing and tax reporting with full visibility ...